BCS Wealth Management’s iShares US Consumer Staples ETF IYK Stock Holding History

BCS Wealth Management’s Portfolio IYK Stock Details IYK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$654K	Hold	9,000	–	–	0.12%	147
2026 Q1	$630K	Sell	9,000 -9,000	-50%	-$647K	0.13%	136
2025 Q4	$1.2M	Buy	+18,000	New	+$1.22M	0.12%	143

Other funds holding IYK

DWM

Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SWP

Sagespring Wealth Partners Franklin, Tennessee $6.51B AUM 25.32% 1-Year Est. Return

OCA

OpenArc Corporate Advisory Atlanta, Georgia $8.41B AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

BCS Wealth Management's IYK Position: Q2 2026 in Review

BCS Wealth Management held its iShares US Consumer Staples ETF (IYK) position steady in Q2 2026 at 9,000 shares worth $654K. The position accounts for 0.12% of the portfolio, ranked #147.

BCS Wealth Management first reported a position in IYK in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.2M in Q4 2025. 286 funds tracked by Wall St. Rank hold IYK as of Q2 2026.

BCS Wealth Management held 9,000 shares of iShares US Consumer Staples ETF worth $654K as of Q2 2026.
BCS Wealth Management left its iShares US Consumer Staples ETF share count unchanged in Q2 2026.
iShares US Consumer Staples ETF made up 0.12% of BCS Wealth Management's portfolio in Q2 2026, its #147 holding.
BCS Wealth Management first reported a position in iShares US Consumer Staples ETF in Q4 2025 and has held it in 3 quarters since.
BCS Wealth Management's iShares US Consumer Staples ETF position peaked at $1.2M in Q4 2025.
286 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q2 2026.

Based on BCS Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.